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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,450 | $109,967+14.1% | $97,197+29.1% | $145,877-14.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.36% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,564 | $3,077-16.6% | $2,723-5.8% | $4,663-45.0% |
| Participant deferral / active EE | $11,067 | $4,676+136.7% | $4,263+159.6% | $6,691+65.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |